|
151
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$22.6M
|
+$668K
|
+5,514
|
+3%
|
|
|
152
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$22.5M
|
+$799K
|
+6,603
|
+4%
|
|
|
153
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$22.5M
|
+$3M
|
+24,779
|
+16%
|
|
|
154
|
Atria Wealth Solutions
New York
|
$21.8M
|
+$453K
|
+3,738
|
+2%
|
|
|
155
|
Northern Trust
Chicago,
Illinois
|
$21.5M
|
+$1.57M
|
+12,956
|
+8%
|
|
|
156
|
MontVue Capital Management
Lynchburg,
Virginia
|
$21.4M
|
-$462K
|
-3,812
|
-2%
|
|
|
157
|
Sweeney & Michel
Chico,
California
|
$21.4M
|
-$371K
|
-3,067
|
-2%
|
|
|
158
|
|
$21.4M
|
-$2.37M
|
-19,593
|
-10%
|
|
|
159
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$21.1M
|
+$524K
|
+4,325
|
+3%
|
|
|
160
|
Litman Gregory Wealth Management
Larkspur,
California
|
$21M
|
-$13.8K
|
-114
|
-0.1%
|
|
|
161
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$20.9M
|
+$12M
|
+99,178
|
+147%
|
|
|
162
|
IFP Advisors
Tampa,
Florida
|
$20.3M
|
-$403K
|
-3,326
|
-2%
|
|
|
163
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$20.3M
|
-$19.1K
|
-158
|
-0.1%
|
|
|
164
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$20.3M
|
-$139K
|
-1,144
|
-0.7%
|
|
|
165
|
Stokes Family Office
New Orleans,
Louisiana
|
$20.1M
|
-$510K
|
-4,212
|
-3%
|
|
|
166
|
Bank of New York Mellon
New York
|
$20.1M
|
-$282K
|
-2,332
|
-1%
|
|
|
167
|
Physician Wealth Advisors
Midvale,
Utah
|
$19.7M
|
-$1.32M
|
-10,882
|
-7%
|
|
|
168
|
Vident Advisory
Alpharetta,
Georgia
|
$19.6M
|
-$250K
|
-2,066
|
-1%
|
|
|
169
|
Squire Investment Management Company
Orem,
Utah
|
$19.5M
|
+$1.63M
|
+13,477
|
+10%
|
|
|
170
|
Cosner Financial Group
Windsor,
Colorado
|
$19.2M
|
-$163K
|
-1,345
|
-0.9%
|
|
|
171
|
Gleason Group
Prospect,
Kentucky
|
$19.2M
|
+$267K
|
+2,202
|
+1%
|
|
|
172
|
Heritage Financial Services
Westwood,
Massachusetts
|
$19M
|
-$992K
|
-8,196
|
-5%
|
|
|
173
|
Brookstone Capital Management
Wheaton,
Illinois
|
$19M
|
+$204K
|
+1,682
|
+1%
|
|
|
174
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$18.9M
|
+$612K
|
+5,054
|
+3%
|
|
|
175
|
Weatherly Asset Management
Del Mar,
California
|
$18.9M
|
+$16.2K
|
+134
|
+0.1%
|
|
